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Polaris Wealth Advisory Group’s Williams-Sonoma WSM Stock Holding History

Polaris Wealth Advisory Group’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-137,344
Closed -$5.25M – 184
2019
Q4 		$5.25M Buy
137,344
+42,898
+45% +$1.49M 0.35% 61
2019
Q3 		$3.07M Buy
+94,446
New +$3.13M 0.25% 69

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Polaris Wealth Advisory Group's WSM Position: Q1 2020 in Review

Polaris Wealth Advisory Group sold out of Williams-Sonoma (WSM) in Q1 2020, closing a stake of 137,344 shares — an estimated $5.25M sold.

Polaris Wealth Advisory Group first reported a position in WSM in Q3 2019 and held it in 2 quarters. The position peaked at $5.25M in Q4 2019. 393 funds tracked by Wall St. Rank hold WSM as of Q1 2020.

  • Polaris Wealth Advisory Group reported no remaining Williams-Sonoma position as of Q1 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 137,344 Williams-Sonoma shares in Q1 2020, an estimated $5.25M.
  • Polaris Wealth Advisory Group first reported a position in Williams-Sonoma in Q3 2019 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Williams-Sonoma position peaked at $5.25M in Q4 2019.
  • 393 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2020, filed 9 Apr 2020.